Jill’s Journal

An educational blog from SWMG Financial Advisor Jill Carr for new investors about the fundamentals of investing and finance.

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Insurance / Retirement / Taxes / Life Changes / Borrowing & Credit / Investing / Budgeting

The Latest Cryptocurrency Executive Order (EO)

This blog assumes you know what cryptocurrency is. The Biden Cryptocurrency EO serves as a high-level homework assignment to the other branches of government. Basically, it highlighted what’s been ...

Charity Give Friendship Hope Inspire Aid Donate Concept

Donor Advised Funds

The Donor Advised Fund (DAF) has increased charitable giving over recent years. DAFs are not new; apparently, they have been around since the 1930s, and grew more popular in the 1990s. DAFs allow you ...

Concept illustration of person giving gift package

Financial Gift Guide

This is a blog about money and therefore all of the gifts that I’m suggesting are money-related as well. Ok, Jill’s Journal readers, I have scoured the Internet for gift suggestions that have to deal ...

Tax Loss Harvesting

Want to impress your friends with knowledge of reducing your taxes using investment sales? I’m going to teach you. We all know the adage, “buy low, sell high.” Well, sometimes your investments don’t ...

Year End Deadlines

The end of the year is an important milestone for taxes and financial matters. Here are some important deadlines to keep in mind: Benefit “Open Enrollment” periods – Workplace November 1, 2021 – ...

Employee Stock Options, Part 2 of 2

Last week, I discussed what a stock option was and how there are two different kinds. When an employer gives you/grants you options, it is not considered a taxable event. It’s only when you DO ...

Employee Stock Options, Part 1 of 2

What the heck is an employee stock option? Publicly traded companies may offer employees stock options as a form of incentive compensation. These options give you the right to purchase company stock ...

What is Disability Insurance and Why Should You Have It?

Continuing with open enrollment month for your workplace benefits, let’s talk about disability insurance. Many people think about life insurance, especially if they have kids, but not everyone thinks ...

FSA’s & HSA’s

In my last blog, I talked about health care open enrollment. A few of the options that many employers offer for benefits are Flexible Spending Accounts (FSA) or Health Savings Accounts (HSA). Are you ...

Meet Jill Carr

SWMG financial advisor Jill Carr loves supporting her clients in growing their financial literacy and understanding of wealth management. In that same spirit, her blog Jill’s Journal is aimed at providing newer investors with answers to common finance and investing questions.

Read Jill's Full Bio

Michigan

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Flint, MI 48507
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Fax: 810.732.8190
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